Axxcess Wealth Management’s Pool Corp POOL Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$320K Sell
1,098
-13
-1% -$3.79K 0.01% 702
2025
Q1
$354K Buy
1,111
+34
+3% +$10.8K 0.01% 634
2024
Q4
$367K Sell
1,077
-556
-34% -$190K 0.01% 617
2024
Q3
$615K Buy
1,633
+521
+47% +$196K 0.02% 501
2024
Q2
$342K Sell
1,112
-598
-35% -$184K 0.01% 613
2024
Q1
$690K Buy
1,710
+54
+3% +$21.8K 0.02% 457
2023
Q4
$661K Sell
1,656
-181
-10% -$72.2K 0.02% 446
2023
Q3
$654K Sell
1,837
-409
-18% -$146K 0.02% 407
2023
Q2
$842K Sell
2,246
-72
-3% -$27K 0.06% 256
2023
Q1
$794K Buy
2,318
+1,317
+132% +$451K 0.06% 269
2022
Q4
$303K Sell
1,001
-416
-29% -$126K 0.03% 443
2022
Q3
$451K Buy
1,417
+66
+5% +$21K 0.04% 333
2022
Q2
$474K Sell
1,351
-351
-21% -$123K 0.04% 312
2022
Q1
$720K Sell
1,702
-571
-25% -$242K 0.06% 280
2021
Q4
$1.29M Buy
+2,273
New +$1.29M 0.09% 167